|
1976
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$310K
|
-$286K
|
-2,533
|
-49%
|
|
|
1977
|
First National Bank of South Miami
South Miami,
Florida
|
$310K
|
-$45.5K
|
-404
|
-13%
|
|
|
1978
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$309K
|
+$14.8K
|
+131
|
+4%
|
|
|
1979
|
Pure Financial Advisors
San Diego,
California
|
$309K
|
+$84.6K
|
+750
|
+40%
|
|
|
1980
|
Continental Investors Services
Longview,
Washington
|
$309K
|
+$384K
|
+3,402
|
New
|
|
|
1981
|
Fermata Advisors
Sonoma,
California
|
$308K
|
-$32.5K
|
-288
|
-10%
|
|
|
1982
|
Morton Capital Management
Calabasas,
California
|
$306K
|
+$295K
|
+2,617
|
New
|
|
|
1983
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$306K
|
-$14.9K
|
-132
|
-5%
|
|
|
1984
|
Pflug Koory
Omaha,
Nebraska
|
$306K
|
–
|
–
|
–
|
|
|
1985
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$306K
|
+$295K
|
+2,619
|
New
|
|
|
1986
|
Summit Trail Advisors
New York
|
$305K
|
+$294K
|
+2,609
|
New
|
|
|
1987
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$304K
|
-$11.2K
|
-99
|
-4%
|
|
|
1988
|
Atwater Malick
Lancaster,
Pennsylvania
|
$304K
|
–
|
–
|
–
|
|
|
1989
|
Brookmont Capital Management
Dallas,
Texas
|
$304K
|
+$113
|
+1
|
+0%
|
|
|
1990
|
AllSquare Wealth Management
Albany,
New York
|
$304K
|
+$11.3K
|
+100
|
+4%
|
|
|
1991
|
Leo H. Evart Inc
Redwood City,
California
|
$304K
|
+$293K
|
+2,598
|
New
|
|
|
1992
|
West Bancorporation
West Des Moines,
Iowa
|
$304K
|
+$293K
|
+2,599
|
New
|
|
|
1993
|
Legacy Wealth Planning
Reno,
Nevada
|
$303K
|
-$36.2K
|
-321
|
-11%
|
|
|
1994
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$303K
|
+$56.4K
|
+500
|
+24%
|
|
|
1995
|
|
$302K
|
-$136K
|
-1,210
|
-32%
|
|
|
1996
|
Peak Asset Management
Louisville,
Colorado
|
$302K
|
–
|
–
|
–
|
|
|
1997
|
Financial Sense Advisors
San Diego,
California
|
$302K
|
+$225
|
+2
|
+0.1%
|
|
|
1998
|
Allen Capital Group
Grand Island,
Nebraska
|
$301K
|
-$451
|
-4
|
-0.2%
|
|
|
1999
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$300K
|
-$113
|
-1
|
-0%
|
|
|
2000
|
Physician Wealth Advisors
Midvale,
Utah
|
$300K
|
–
|
–
|
–
|
|
